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1 of 25
10th May 2013
TEMPLATES TO GO!
AGENDA
2
• Track Records. Case Studies. Client
Testimonials.
• The Colliers Asia Pitch Process.
• Customisation thresholds for departments.
• Resources: Where to find them. What are the
must-haves. Brand guidelines
3
TRACK RECORDS
CASE STUDIES
CLIENT TESTIMONIALS
TRACK RECORDS
4
• Track Record Templates now
available on share point.
• Note the different skyline for
each division. All skylines have
been updated for each
Division’s templates.
• Amount transacted to be in
both USD and SGD.
• Track Records to be updated
by 27 May 2013 (Monday).
CASE STUDIES
5
Case Studies to be updated on the Colliers
site: MAKE YOUR CASE
Case studies to be updated by 27th May
2013 (Monday).
https://casestudy.colliersasia.com/Pages/Search.aspx
CLIENT TESTIMONIALS
6
• Client testimonials need to be
extracted in whichever format
they are in: Email, hard copy
letters etc.
• Upload them into the BDC
shared folder according to
Division.
• To be updated by 27th May
2013 (Monday)
Colliers Pitch Process
and Customisation
Threshold
7
COLLIERS PITCH PROCESS
Inform the local Business
Development Centre
(BDC)//BD Rep
1. Inform
2. Form Submission Team
3. Seek to understand
Internal Meeting
4. Client Meeting
Seek to understand
5. Writing the submission
6. Peer review
7. Debrief
Internal Session
FEE THRESHOLD FOR CUSTOMISATION
9
DIVISION Threshold for Customisation (In
country’s currency or USD)
Project Management >
Industrial (Project & Sales/Project &
Leasing)
>
Retail Services >
Office Service >
Real Estate Management >
Facilities Management >
Auctions >
Valuations >
Plant & Machinery >
Investments >
10
RESOURCES:
• WHERE TO FIND
THEM.
• WHAT ARE THE
MUST-HAVES.
• BRAND GUIDELINES
1. Go to:
http://dashboard.colliers-asia.com/
2. Click on ‘ Marketing & Communications’
RESOURCES: WHERE TO FIND
RESOURCES: WHERE TO FIND
12
3. Click on ‘Business Development’
4. All available BD Template Folders
PRESENTATIONS: Know your covers!
13
INDUSTRIAL SERVICES INVESTMENT SERVICES
OFFICE SERVICES PLANT & MACHINERY PROJECT MANAGEMENT
FACILITIES MANAGEMENT
PRESENTATIONS: Know your covers!
14
REAL ESTATE MANAGEMENT RESIDENTIAL SERVICES RETAIL SERVICES
VALUATIONS
MUST HAVES FOR EACH PRESENTATION
15
ABOUT COLLIERS STATISTICS PAGES
COLLIERS INTERNATIONAL
Page 1
COLLIERS ASIA
Page 2
MUST HAVES FOR EACH PRESENTATION
16
DIVISIONAL STATISTICAL INFORMATION
• To be filled in and
updated by
specific
Divisions.
• Can be tailored to
suit specific
clients.
MUST HAVES FOR EACH PRESENTATION
17
3 X 3s ACCELERATORS
PROPOSALS
18
MUST HAVES FOR ALL PROPOSALS
COVERPAGE
EXECUTIVESUMMARY
CONTENTPAGE
ABOUTCOLLIERS
BACKCOVER
PROPOSALS
19
Must haves for all Proposal Content
S.W.O.T. Analysis
STRENGTHS
Located in the developing
XXXXXX development region
that is in close proximity to
Singapore
WEAKNESSES
Leasehold tenure of years
whereas most XXXX
properties are freehold in
OPPORTUNITIES
High property prices in
Singapore and governmental
curbs on investment property
pushing investors to look out of
Singapore.
THREATS
The unsustainable success of
the XXXXX region affecting
property values
PROPOSALS
20
Must haves for all Proposal Content
GAP Analysis
CURRENT SITUATION DESIRED SITUATION
Existing Managing Agent mostly
meeting, but not exceeding, owner /
occupier expectations
Lack of customer service with missed
opportunity to strengthen tenant
relations and maintain meaningful
dialogue with occupiers
On-site Managing Agent team
operating as a stand-alone unit with
limited HQ support and little focus on
ensuring the asset’s future viability
Experienced and proficient
Managing Agent team to deliver
value via strategic and tactical
management of the asset
Engaging tenant relations
programme and a team that takes
advantage of building strong rapport
with tenants at every opportunity
Efficient processes in place with
adequate HQ support providing a
“second set of eyes”, assisting
<LOCATION> build its brand and
maintain its competitiveness
21
PROPOSALS
Must haves for all Proposal Content
Why Colliers? A Summary of the 3 X 3s.
BRAND GUIDELINES - COLOURS
22
Colliers
Light Blue
R:0
G: 147
B: 208
Colliers
Dark Blue
R:0
G: 70
B: 127
Colliers
Yellow
R:255
G: 196
B: 37
Colliers
Red
R:238
G: 49
B: 36
Colliers
Dark Grey
R: 75
G: 75
B: 75
Do not deviate from these colours
Primary Corporate Colours
BRAND GUIDELINE - FONTS
23
Font Colours: Presentations
For presentations, the primary font
colours for content and headers is
Colliers Dark Grey
Values
R: 75 G: 75 B: 75
Heading: Font size 28
Subheading: Font size 20
Content: Font size <18
BRAND GUIDELINE - FONTS
24
Font Colours: Proposals
Section header
Font: Arial, Bold
Font size :12
All Caps.
Colour: Colliers Dark BlueSection Sub Header
Font: Arial, Bold
Font size: 11
All Caps.
Colour: Colliers Light Blue
Body Text
Font: Arial
Font size: 10
Sentence Casing
Colour: Colliers Dark Grey
More information on these can be found in the
visual guidelines
available in the Marketing Hub.
Disclaimer: This presentation and the calculations shown herein have been prepared by The Colliers International as
a guide only. Any interested party seeking to rely on the contents should undertake its own inquiries as to the
accuracy of the information. Colliers International does not guarantee, warrant the accuracy or represent the
information contained in this document and excludes unequivocally all inferred and implied terms, conditions and
warranties arising out of this document and excludes all liability for loss and damage arising there from including any
loss of profits, business or anticipated savings.
Colliers International (Singapore) Pte Ltd
1 Raffles Place
#45-00 One Raffles Place
Singapore 048616
CEA Licence No. L3004691J 25
Q & A
Thank you!

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Bdc templates training regional v1

  • 2. AGENDA 2 • Track Records. Case Studies. Client Testimonials. • The Colliers Asia Pitch Process. • Customisation thresholds for departments. • Resources: Where to find them. What are the must-haves. Brand guidelines
  • 4. TRACK RECORDS 4 • Track Record Templates now available on share point. • Note the different skyline for each division. All skylines have been updated for each Division’s templates. • Amount transacted to be in both USD and SGD. • Track Records to be updated by 27 May 2013 (Monday).
  • 5. CASE STUDIES 5 Case Studies to be updated on the Colliers site: MAKE YOUR CASE Case studies to be updated by 27th May 2013 (Monday). https://casestudy.colliersasia.com/Pages/Search.aspx
  • 6. CLIENT TESTIMONIALS 6 • Client testimonials need to be extracted in whichever format they are in: Email, hard copy letters etc. • Upload them into the BDC shared folder according to Division. • To be updated by 27th May 2013 (Monday)
  • 7. Colliers Pitch Process and Customisation Threshold 7
  • 8. COLLIERS PITCH PROCESS Inform the local Business Development Centre (BDC)//BD Rep 1. Inform 2. Form Submission Team 3. Seek to understand Internal Meeting 4. Client Meeting Seek to understand 5. Writing the submission 6. Peer review 7. Debrief Internal Session
  • 9. FEE THRESHOLD FOR CUSTOMISATION 9 DIVISION Threshold for Customisation (In country’s currency or USD) Project Management > Industrial (Project & Sales/Project & Leasing) > Retail Services > Office Service > Real Estate Management > Facilities Management > Auctions > Valuations > Plant & Machinery > Investments >
  • 10. 10 RESOURCES: • WHERE TO FIND THEM. • WHAT ARE THE MUST-HAVES. • BRAND GUIDELINES
  • 11. 1. Go to: http://dashboard.colliers-asia.com/ 2. Click on ‘ Marketing & Communications’ RESOURCES: WHERE TO FIND
  • 12. RESOURCES: WHERE TO FIND 12 3. Click on ‘Business Development’ 4. All available BD Template Folders
  • 13. PRESENTATIONS: Know your covers! 13 INDUSTRIAL SERVICES INVESTMENT SERVICES OFFICE SERVICES PLANT & MACHINERY PROJECT MANAGEMENT FACILITIES MANAGEMENT
  • 14. PRESENTATIONS: Know your covers! 14 REAL ESTATE MANAGEMENT RESIDENTIAL SERVICES RETAIL SERVICES VALUATIONS
  • 15. MUST HAVES FOR EACH PRESENTATION 15 ABOUT COLLIERS STATISTICS PAGES COLLIERS INTERNATIONAL Page 1 COLLIERS ASIA Page 2
  • 16. MUST HAVES FOR EACH PRESENTATION 16 DIVISIONAL STATISTICAL INFORMATION • To be filled in and updated by specific Divisions. • Can be tailored to suit specific clients.
  • 17. MUST HAVES FOR EACH PRESENTATION 17 3 X 3s ACCELERATORS
  • 18. PROPOSALS 18 MUST HAVES FOR ALL PROPOSALS COVERPAGE EXECUTIVESUMMARY CONTENTPAGE ABOUTCOLLIERS BACKCOVER
  • 19. PROPOSALS 19 Must haves for all Proposal Content S.W.O.T. Analysis STRENGTHS Located in the developing XXXXXX development region that is in close proximity to Singapore WEAKNESSES Leasehold tenure of years whereas most XXXX properties are freehold in OPPORTUNITIES High property prices in Singapore and governmental curbs on investment property pushing investors to look out of Singapore. THREATS The unsustainable success of the XXXXX region affecting property values
  • 20. PROPOSALS 20 Must haves for all Proposal Content GAP Analysis CURRENT SITUATION DESIRED SITUATION Existing Managing Agent mostly meeting, but not exceeding, owner / occupier expectations Lack of customer service with missed opportunity to strengthen tenant relations and maintain meaningful dialogue with occupiers On-site Managing Agent team operating as a stand-alone unit with limited HQ support and little focus on ensuring the asset’s future viability Experienced and proficient Managing Agent team to deliver value via strategic and tactical management of the asset Engaging tenant relations programme and a team that takes advantage of building strong rapport with tenants at every opportunity Efficient processes in place with adequate HQ support providing a “second set of eyes”, assisting <LOCATION> build its brand and maintain its competitiveness
  • 21. 21 PROPOSALS Must haves for all Proposal Content Why Colliers? A Summary of the 3 X 3s.
  • 22. BRAND GUIDELINES - COLOURS 22 Colliers Light Blue R:0 G: 147 B: 208 Colliers Dark Blue R:0 G: 70 B: 127 Colliers Yellow R:255 G: 196 B: 37 Colliers Red R:238 G: 49 B: 36 Colliers Dark Grey R: 75 G: 75 B: 75 Do not deviate from these colours Primary Corporate Colours
  • 23. BRAND GUIDELINE - FONTS 23 Font Colours: Presentations For presentations, the primary font colours for content and headers is Colliers Dark Grey Values R: 75 G: 75 B: 75 Heading: Font size 28 Subheading: Font size 20 Content: Font size <18
  • 24. BRAND GUIDELINE - FONTS 24 Font Colours: Proposals Section header Font: Arial, Bold Font size :12 All Caps. Colour: Colliers Dark BlueSection Sub Header Font: Arial, Bold Font size: 11 All Caps. Colour: Colliers Light Blue Body Text Font: Arial Font size: 10 Sentence Casing Colour: Colliers Dark Grey More information on these can be found in the visual guidelines available in the Marketing Hub.
  • 25. Disclaimer: This presentation and the calculations shown herein have been prepared by The Colliers International as a guide only. Any interested party seeking to rely on the contents should undertake its own inquiries as to the accuracy of the information. Colliers International does not guarantee, warrant the accuracy or represent the information contained in this document and excludes unequivocally all inferred and implied terms, conditions and warranties arising out of this document and excludes all liability for loss and damage arising there from including any loss of profits, business or anticipated savings. Colliers International (Singapore) Pte Ltd 1 Raffles Place #45-00 One Raffles Place Singapore 048616 CEA Licence No. L3004691J 25 Q & A Thank you!

Editor's Notes

  1. 2) Driving BD through Effective Client Communications &amp; Processes….Proposal processBid strategyFee structureCompulsory rehearsals